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ETX

Eaton Vance Municipal Income 2028 Term Trust
ETX

34 hedge funds and large institutions have $44.7M invested in Eaton Vance Municipal Income 2028 Term Trust in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

1.68% less ownership

Funds ownership: 23.45% → 21.77% (-1.7%)

6% less capital invested

Capital invested by funds: $47.7M → $44.7M (-$3.02M)

17% less funds holding

Funds holding: 41 → 34 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
15
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$434K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$369K
3
Bessemer Group
Bessemer Group
New Jersey
+$309K
4
SA
Sanctuary Advisors
Indiana
+$230K
5
Wells Fargo
Wells Fargo
California
+$221K

Top Sellers

Rank Fund Capital Flow
1
HC
Hara Capital
Washington
-$1.71M
2
1CP
1607 Capital Partners
Virginia
-$905K
3
Morgan Stanley
Morgan Stanley
New York
-$440K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$345K
5
Invesco
Invesco
Georgia
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Anchor Investment Management
South Carolina
$123K +$56.3K +3,000 +86%
AWM
27
Avior Wealth Management
Nebraska
$113K – – –
CT
28
Colonial Trust
South Carolina
$28.3K – – –
HPC
29
HM Payson & Co
Maine
$22.7K – – –
US Bancorp
30
US Bancorp
Minnesota
$20.8K – – –
RIL
31
Rothschild Investment LLC
Illinois
$14.1K +$169 +9 +1%
NA
32
NewEdge Advisors
Louisiana
$14K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$6.99K – – –
HC
34
Hara Capital
Washington
$831 -$1.71M -91,103 -100%
HNB
35
Huntington National Bank
Ohio
$19 – – –
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
– -$345K -18,500 Closed
Invesco
37
Invesco
Georgia
– -$314K -16,781 Closed
MFG
38
Merit Financial Group
Georgia
– -$243K -13,000 Closed
XF
39
XML Financial
Maryland
– -$206K -11,023 Closed
AW
40
Atlas Wealth
Ohio
– -$204K -10,876 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$189K -10,124 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– -$19 -1 Closed
1
2

ETX Hedge Fund Activity: Q3 2024 in Review

34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income 2028 Term Trust (ETX) for Q3 2024, worth a combined $44.7M — down 6.3% from $47.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETX and 0 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $434K. The largest seller was Hara Capital, cutting an estimated $1.71M.

  • 34 institutional investors held Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q3 2024, down from 41 in Q2 2024.
  • Funds reported $44.7M of Eaton Vance Municipal Income 2028 Term Trust stock for Q3 2024, down 6.3% quarter-over-quarter.
  • 0 funds opened new Eaton Vance Municipal Income 2028 Term Trust positions in Q3 2024 and 7 closed out, a net change of -7 holders.
  • The largest Eaton Vance Municipal Income 2028 Term Trust buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $434K added.
  • The largest Eaton Vance Municipal Income 2028 Term Trust seller in Q3 2024 was Hara Capital, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2024.